Displaying 1 through 8 of 46 Next Page >>
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| Like a Cat Up a Tree |
| Friday, May 10, 2013 |
| The IMF warns of three-speed global growth in the context of a sluggish global economy First-quarter US economic performance improved, but remained below expectations Data releases indicate economic slippage at the end of 1Q13, but strong April payrolls offer some hope of re-acceleration in 2H13 Fiscal tightening will continue to constrain |
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| Taking the Foot Off the Accelerator |
| Thursday, April 18, 2013 |
| The change in tone of the Fed presages an earlier QE-III exit Once again, inept eurozone policies trigger another crisis, this time in Cyprus US macro data indicates an acceleration of growth in 1Q13, but a disappointing March payrolls report may point to a 2Q13 slowdown As US equity markets break new records, concerns about correction risks
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| March Madness |
| Thursday, March 21, 2013 |
| Policy risks in Europe and the United States cast a pall on an otherwise improved economic performance of the US economy Equity markets soar to new highs Data releases remain positive A unexpectedly strong payroll report in March underscores economic resiliency Tax increases and high gasoline prices cut into consumer spending Rotation of |
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| Acceleration |
| Tuesday, February 12, 2013 |
| The economy shrank slightly in 4Q12, but seemed to recover by year-end Economic data releases point to acceleration Healing of the housing sector continues Job creation continues at a steady, but clearly inadequate pace Some of the global risks have faded, at least temporarily Equity markets buoyant in January across the board, with key |
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| Apocalypse Not! |
| Tuesday, January 15, 2013 |
| 2012: Calamity avoided, as compromise bill extends Bush-era tax cuts for all but the top 1% Data releases show a resilient consumer, a real estate revival and manufacturing on the mend Labor markets show dull but steady improvement, unemployment at 7.8% An early exit (before year-end 2013) from quantitative easing is a possibility Fiscal |
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| A Challenging Start to President Obama's Second Term |
| Monday, November 19, 2012 |
| President Obama wins reelection, but faces a mixed economic picture, with significant medium-term challenges. A first task to handle is the fiscal cliff Super-storm Sandy causes major short-term disruptions, but long-term economic impact should be minimal Labor markets deliver a string positive surprises The eurozone quiets down…for |
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| The Cliffs of Fall |
| Thursday, October 18, 2012 |
| “O the mind, mind has mountains; cliffs of fall Frightful, sheer, no-man-fathomed.”
Gerald Manley Hopkins (1844-1889)
A weak global economic environment US 2Q12 GDP revised downwards A mixed picture for the US economy, but a positive surprise in September payrolls Central banks open-ended stimulus (or promise thereof) continues Europe |
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| Waiting for Signor Draghi |
| Monday, September 17, 2012 |
| The European Central Bank (ECB) unveils a bazooka and commits to unlimited sovereign bond purchases Recent data on housing activities and prices provide a positive surprise Latest data releases in the United States improve somewhat, but the recovery remains tepid The economic weakness was reflected in the disappointing August payrolls number, |
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